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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-09-26 |
Branch Locations
12711 N. Meridian Street, Carmel, IN 46032 • United States
Carmel, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporations | Fort Wayne | IN | 04/2016 | 06/2022 |
| Capital Group / American Funds Distributors, Inc. | Carmel | IN | 06/2022 | 12/2023 |
| Capital Group - American Funds Distributors, Inc. | Carmel | IN | 12/2023 | 11/2025 |
| Capital Group, Client Capital Group, Inc | Carmel | IN | 11/2025 | 11/2025 |
| Capital Group, Capital Client Group Inc, | Carmel | IN | 11/2025 | 11/2025 |
| Capital Group, Capital Client Group Inc, | Carmel | IN | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-08 |
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